Metrics Which Everyone Should Know

Course Description

Metrics are world of ratios and KPIs. In this course, Jeff will cover the most common and useful metrics that every CFO, Controller and CPA Advisor should know. The discussion will be categorized by type and use of metric. The course will also include many examples to aid in understanding. In addition to the exceptional material, Jeff will include his signature video parodies, which are designed to keep you awake and reinforce the material.

Major Topics

• AUDIT UPDATE - In-depth coverage of the COSO and impact on risk assessment, as well as Focus on Fraud.
• SSARS UPDATE - Covers the requirements for preparations, compilations, and reviews in a step by step format with a focus on the new AICPA Guide to Analytical Procedures in a Review.

Learning Objectives

Upon completing this course, you should be able to:

• Describe the difference between a ratio and a KPI
• Describe the purpose of ratios
• Describe the purpose of KPIs
• Apply various Balance Sheet metrics
• Apply various Cash Flow and Liquidity metrics
• Apply various Profitability metrics
• Apply various Operational metrics

Course Information

• CPD Credit: 2.0 hours Accounting
• Prerequisites: Basic understanding of accounting and reporting
• Program Level: Basic
• Advance Preparation: None
• Who Should Participate: Accountants and financial professionals who want to understand KPI metrics

Instructor

• Name: Jeff Sailor
• Hometown: Ocala, FL
• Bio: Jeff Sailor is a provider of high-quality, innovative Accounting and Auditing CPE Courses. For more than 30 years, Jeffrey L. Sailor, CPA and his creative team have produced the most informative, engaging and fun CPE courses available.